SUNSTONE ADVISORS, LLC

Irvine, United States · CRD 324002

SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$122.8m
Main clients (by assets)Private funds 60%, Other advisers 2%
Private funds8 · $73.6m gross assets
Websitesunstoneadvisor.com
Form ADV · 2026-03-31SEC adviser record

Kindventure, structured credit
Others nearbyIrvine, CA, Long Beach, CA

As an employer

Staff (Form ADV)25 · 9 in investment roles
Offices in1 country
Private fundssecuritized asset 1, venture capital 7

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Irvine, CA (main office)United States	United States	about 8
Long Beach, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.